Bravo Zulu Capital Management

Bravo Zulu Capital Management provides investment management and advisory services to individuals, high-net-worth individuals, and families, offering both discretionary and nondiscretionary account management as well as consultations. The firm documents client goals in investment policy statements and conducts periodic reviews and meetings as part of an ongoing advisory relationship.

The firm’s investment approach centers on strategic asset allocation using a core-and-satellite structure, with passively managed index and ETF exposures as the core and selectively added active strategies in satellite allocations, implemented with global diversification. It employs a mix of fundamental, technical, and cyclical analysis, executes trades under a limited trading authorization while custodians retain custody, and communicates quarterly reviews and client reporting.

Several features distinguish the firm from many peers: it is an initial filing that currently reports no assets or clients and states a minimum account requirement that can be waived, yet its brochure emphasizes serving individual and family clients rather than pooled or institutional vehicles common in this category. The firm’s sole managing member brings an atypical background combining serial entrepreneurship and prior military investigative deployments, the firm provides non-securities advice such as on taxation when requested, and it does not vote client proxies or accept performance-based or commission compensation, operating on a fee-only percentage-of-assets basis.